I spent about five years in accounting practice before I moved into software. Over the next ten-plus years I worked as a full-stack engineer, most recently as a Principal Software Engineer leading a team that built fintech and real-time financial apps. Today I lead ERP and finance automation at a virtual accounting firm, which means I'm inside QuickBooks client files every month.
At month-end, the same thing kept happening across those files. Dozens of transactions sat in Uncategorized. The bookkeeper sent the client a spreadsheet or a long email asking “what was this?” Then they waited, chased, and typed the answers back into QuickBooks by hand.
The categorizing wasn't the slow part. The back-and-forth with the client was.
LedgerSort is built around that. It suggests a category for each uncategorized transaction, asks the client about the ones you can't place with a single link, and writes nothing to QuickBooks until you approve it.
